Energy Commentary

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COMMENTARY: US LNG Exporters Could Lose Out As AI Gas Demand Booms

By Ron Bousso Share of data centres in U.S. power market to more than double by 2030 Natural gas to account for over half of incremental power supply U.S. natural gas production set to peak in early 2030s LONDON, April 29 – The race for AI supremacy could have an unlikely loser: U.S. liquefied natural …

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Huge Power Outage Paralyses Parts of Spain and Portugal

Power outage hits Spain, Portugal and briefly France Authorities try to establish what caused the outage Outage paralyses transport and delays flights MADRID/LISBON, April 28 (Reuters) – A huge power outage hit large parts of Spain and Portugal on Monday, paralysing traffic, grounding flights, trapping people in elevators and leaving power operators scrambling to restore …

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COMMENTARY: Why Congress’s New Budget Should Eliminate All IRA “Tax Credits” – Alex Epstein

All the IRA “tax credits” are subsidies for inferior, often totally unprofitable forms of energy. By Alex Epstein Congress’s new budget should eliminate all IRA “tax credits” because: They are subsidies They promote inferior energy They raise energy costs They make energy unreliable They increase our debt They make our economy less productive They don’t …

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US Crude Oil and Refined Product Inventory Update – William Lacey

Oh…Happy Liberation Week! I think I finally understand what Liberation Day stood for. The liberation of all of my savings from me. Hooray! I didn’t want it anyway… Now, on to our regularly scheduled programming. Yesterday the API reported that crude oil and refined products both saw a net draw on stock levels, showing a …

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WARNING: The Secret UN Carbon Tax That’s About to Fleece America – Alex Epstein

Next week, the UN votes on an ocean carbon tax that would spike the price of many consumer goods. The Trump administration must not allow this Biden climate policy to quietly take effect. By Alex Epstein Next week, the UN votes on an ocean carbon tax that would spike the price of food, fuel, and …

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COMMENTARY: AlexAI on How Much Oil is Left, India’s “dual track” Energy Policy, and How to Build Cheap Nuclear Power Plants – Alex Epstein

5 answers AlexAI gave to user questions this week. By Alex Epstein Significant advances in LLMs plus the great work of my AI team are making my AI, AlexAI, better than ever. Here are 5 answers AlexAI gave to user questions this week. Want to ask AlexAI a question, have a discussion with him, or have him help …

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COMMENTARY: The Shocking Truth About Activist Actions – Irina Slav

By Irina Slav In 2016, several environmentalist organisations ignited a massive protest against a pipeline project in North Dakota. Some 100,000 people descended on a tiny town in the state, overran it and left it with a bill of $38 million for policing the protests and cleanup. Because they’re environmentalists, you see, and when environmentalists litter, it …

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Big Tech’s Data Center Boom Poses New Risk to US Grid Operators

Summary • Data center disconnections threaten grid stability, regulator says • Grid operators face resistance from data centers on proposals for a fix • Texas incidents highlight risks of sudden disconnections by crypto miners BOSTON, March 19 (Reuters) – Data Center Alley, a 30-square-mile stretch outside Washington D.C. and home to more than 200 data …

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COMMENTARY: Understanding EPA’s “Biggest Deregulatory Action in U.S. History” – Alex Epstein

18 important deregulatory actions EPA announced yesterday, and why they will make life better for all of us. By Alex Epstein Did the EPA really just take the “Biggest Deregulatory Action in U.S. History”? Arguably, yes. Here are 18 important deregulatory actions EPA announced today, and why they will make life better for all of …

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COMMENTARY: How to Solve America’s Electricity Crisis – Alex Epstein

My testimony for the House Oversight Committee’s hearing on “Leading the Charge: Opportunities to Strengthen America’s Energy Reliability.” By Alex Epstein Below is a video of my spoken testimony and Q&A, along with my prepared remarks, for last week’s House Oversight Committee’s hearing on “Leading the Charge: Opportunities to Strengthen America’s Energy Reliability.” Introduction America …

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